• In the midst of the financial crisis in late 2008 I recall feeling like things in the world would never again be the same. I remember wondering if the money printing called Quantitative Easing by the Federal Reserve Bank would cause even the average working......

  • Since I graduated college nearly 35 years ago the yield on the 10-Year U.S. Treasury bond has declined from near 16% to today’s 2%-2.5% trading range level. This tells an important story. The massive decline in yields on all financial instruments during this period, which......

  • Views from Mosaic Real Estate Investors – Dec ‘16 As a fund manager I find myself speaking to investors nearly daily.  This gives me a unique insight into the thought patterns of investors, what they value, what they fear, and their predilections.  Not surprisingly, investors......